Theodore Roosevelt Association

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1919

Legal Domicile

Principal Officer

Howard Ehrlich

Phone

5169216319

Tax Period

2023-07-01 to 2024-06-30

Theodore Roosevelt Association, founded in 1919, is a small nonprofit in the Arts, Culture & Humanities sector that reported $419K in total revenue in fiscal year 2023. Revenue fell 90% from the prior year — a significant decline worth monitoring. Net assets of $5.6M represent 161 months of operating reserves.

Mission

TO PERPETUATE THE MEMORY AND IDEALS OF PRESIDENT THEODORE ROOSEVELTFOR PUBLIC BENEFIT, TO DO GOOD WORKS IN THE ROOSEVELTIAN SPIRIT AND TOPRESERVE AND PROTECT PHYSICAL OBJECTS ASSOCIATED WITH PRESIDENTTHEODORE ROOSEVELT'S HISTORICAL LEGACY.

Program Service Accomplishments

Program 1

Expenses: $171,584

OTHER PROGRAMS INCLUDING TEDDY BEARS FOR KIDS PROGRAM, HOMEWARD BOUND FOR THE HOLIDAYS PROGRAM FOR USS THEODORE ROOSEVELT SAILORS, AND THE STRENUOUS LIFE TRIP PROGRAM

Program 2

Expenses: $109,618

THE THEODORE ROOSEVELT ASSOCIATION JOURNAL, A SCHOLARLY JOURNAL PRODUCED SEVERAL TIMES A YEAR THAT IS A LEADING SOURCE OF NEW SCHOLARSHIP ABOUT TR, HIS LIFE, TIMES, AND LEGACY.

Program 3

Expenses: $6,190

VARIOUS AWARDS SUCH AS THE WINGS OVER AMERICA SCHOLARSHIP FOUNDATION - SCHOLARSHIP AWARDS FOR DEPENDENT CHILDREN AND SPOUSES OF US NAVAL PERSONNEL WHO SERVED ONBOARD THE USS THEODORE ROOSEVELT AND...

VARIOUS AWARDS SUCH AS THE WINGS OVER AMERICA SCHOLARSHIP FOUNDATION - SCHOLARSHIP AWARDS FOR DEPENDENT CHILDREN AND SPOUSES OF US NAVAL PERSONNEL WHO SERVED ONBOARD THE USS THEODORE ROOSEVELT AND THE TRA FELLOWSHIP TO THE PRESIDENTS AND FELLOWS OF HARVARD UNIVERSITY - TO SUPPORT VISITING SCHOLARS AND THEIR RELATED WORK IN THE STUDY OF THEODORE ROOSEVELT AT HOUGHTON LIBRARY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $373,650

Program Service Revenue $431

Investment Income $138,193

Other Revenue $-93,507

TOTAL REVENUE $418,767

Expense Breakdown

Grants Paid $0

Salaries & Benefits $167,364

Fundraising Expenses $33,769

Program Expenses $287,392

Other Expenses $246,721

TOTAL EXPENSES $414,085

Year-over-Year Comparison

	2023	2022	Change
Revenue	$418,767	$4,176,720	-0.9%
Expenses	$414,085	$410,997	+0.0%
Net Income	$4,682	$3,765,723	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$96,459

Total Directors

$115,710

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Howard Ehrlich	CEO	5.00	Officer Director	$66,000	$0	$66,000
William N Tilchin	Vice President	1.25	Officer Director	$30,459	$0	$30,459
Dr Michael Patrick Cullinane	Trustee	1.25	Director	$19,251	$0	$19,251
Dr Alice George	Trustee	1.25	Officer Director	$0	$0	$0
Lt Col Gregory A Wynn USMC	Chair & Pres	5.00	Officer Director	$0	$0	$0
VADM David Architzel USN	PstChairm& Pres	1.25	Officer Director	$0	$0	$0
David A Folz	Treasurer	5.00	Officer Director	$0	$0	$0
Elizabeth E Roosevelt	Asst. Treasurer	0.25	Officer Director	$0	$0	$0
Michael F Moran	Secretary	0.25	Officer Director	$0	$0	$0
Dr Henry J Hendrix II	Trustee	0.25	Director	$0	$0	$0
Lowell E Baier	Trustee	0.25	Director	$0	$0	$0
Gary P Kearney	Trustee	1.25	Director	$0	$0	$0
Simon C Roosevelt	Trustee	0.25	Director	$0	$0	$0
Mark A Ames	Trustee	0.25	Director	$0	$0	$0
Geoffrey Cowan	Trustee	0.25	Director	$0	$0	$0
Nicole E Goldstein	Trustee	5.00	Director	$0	$0	$0
Steven M Greeley	Trustee	0.25	Director	$0	$0	$0
Michael S Harris	Trustee	0.25	Director	$0	$0	$0
Paula Pierce Beazley	Trustee	0.25	Director	$0	$0	$0
Capt David Ross Bryant USN	Trustee	0.25	Director	$0	$0	$0
Thomas A Campbell	Trustee	0.25	Director	$0	$0	$0
Amy Krueger	Trustee	0.25	Director	$0	$0	$0
Cordelia D Roosevelt	Trustee	0.25	Director	$0	$0	$0
Shawn R Thomas	Trustee	0.25	Director	$0	$0	$0
ADM Charles S Abbot	Trustee	0.25	Director	$0	$0	$0
Hon French Hill	Trustee	0.25	Director	$0	$0	$0
Keith Simon	Trustee	0.25	Director	$0	$0	$0
June I Willson	Trustee	0.25	Director	$0	$0	$0
Andrew Roosevelt	Vice President	1.25	Director	$0	$0	$0
Rod Sullivan	Trustee	0.25	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2025	No data	No data	No data	No data
2024	$418,767	$414,085	$5,679,650	$4,682
2023	$4,176,720	$410,997	$5,335,148	$3,765,723
2022	$937,856	$347,787	$1,398,036	$590,069
2021	$275,548	$287,284	$895,167	$-11,736
2020	$270,080	$375,899	$872,611	$-105,819
2019	$544,774	$381,291	$976,236	$163,483
2018	$253,712	$400,670	$811,173	$-146,958